We have 20+ years helping businesses create the right coverage portfolios, tax strategies, employee retention options and wealth management concepts!
Employee Benefit Packages that include one or more of the various options such as:
Medical / Dental / Vision / Life / Disability/ FSA/QSEHRA/ HRA
Adding in Voluntary or Work-site Benefits from Carriers like:
Aflac / Transamerica / Colonial / Standard and more
Offering Relief to Employees and Business Owners individually with:
Long Term Care / Retirement / Key Man Life Insurance Options
Implementing a much needed NEW Product for
Each person and every business has different insurance needs.
Call us today for a personalized business or individual assessment and find out how we can help you protect everything you've worked for!
We offer at no cost, access to HR and Labor Law Updates as well as ACA compliance. We also prepare documents for your business each year to protect you in an any kind of audit!
We offer at no cost, your own company site where all of your insurance and compliance documents are loaded for employee access and enrollment. Privacy and after hour viewiing can keep your business moving!
Find out what others are saying about us! It just doesn't sound right when we do it!
Do you have a quick question?
Don't want constant emails after?
Don't want a phone call days later?
Call or Email us - We're here to help ~ That's it!!!
Individual Mandate ~ is it constitutional?
Medicare for all ~ is it what is promised?
Why are you losing Staff to larger companies?
What about a company life insurance policy for owners and shareholders - What is Key-Person Coverage?
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1534 North Moorpark Road, Thousand Oaks, California 91360, United States
08:00 am – 05:00 pm
Monday - Friday: 8am -4 pm